Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH LLC | 05-09-2024 | 03-31-2024 | 762 | 9,473,927,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | INTL DVD ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CARPENTER TECHNOLOGY CORP | COM | 652 | $305,781 | 4,281 | 0.00 | 4,281 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 653 | $304,628 | 4,625 | 0.00 | 0.00 | 1,208 | 35.35 | 03-31-2024 |
| REGIONS FINANCIAL CORP NEW | COM | 654 | $304,077 | 14,452 | 0.00 | 0.00 | 1,243 | 9.41 | 03-31-2024 |
